Osberg Family Trust
Osberg Family Trust is a private foundation, based in DALLAS, TX. IRS filing data is available from 2020 through 2022. In 2022, it awarded 2 grants totaling $30K. Net investment income was $9.
Financial Overview
From 2022 IRS Form 990-PF · View filing
Total Assets
—
-100.0% YoY
Annual Giving
$30K
+3657.8% YoY
Grant Count
2
+0.0% YoY
Avg Grant Size
$15K
+3657.8% YoY
About Osberg Family Trust
Based on IRS filings
Osberg Family Trust is a private foundation, based in DALLAS, TX. IRS filing data is available from 2020 through 2022. In 2022, it awarded 2 grants totaling $30K. Net investment income was $9.
Ready to take the next step with Osberg Family Trust?
Geographic Focus
Where this funder awards grants
Grant Distribution by State
Cities
Financial History
Multi-year comparison from IRS filings
| Metric | 2022 | 2021 | 2020 |
|---|---|---|---|
| Total Assets | — | $29,982 | $29,584 |
| Revenue | $104 | $2,275 | $187,174 |
| Expenses | $30,087 | $2,295 | $3,337,771 |
| Qualifying Distributions | $30,087 | $2,295 | — |
| Net Investment Income | $9 | $350 | $163,403 |
| Distributable Amount | $865 | $1,391 | $125,323 |
Giving Over Time
Total grant dollars and number of grants per year
Grant Insights
How this funder distributes its grants
Top Recipients
Top 2 recipients in 2022
Grant Size Distribution
20 grants across all recorded years
Giving History
Grant recipients and amounts by year
No grants recorded for .
Leadership & Key People
Officers and directors from IRS filings
Compensation Overview
From 2022 IRS filing
From 2022 filing
| Name | Title | Hours | Compensation |
|---|---|---|---|
| BANK OF AMERICA N A | CO-TRUSTEE | 1 | — |
| KIMBERLEY O LIPPMAN | CO-TRUSTEE | 1 | — |
| JOHN W OSBERG | CO-TRUSTEE | 1 | — |
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Data last updated April 2026. Sourced from IRS Form 990-PF filings.
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